Free Trial

Xcel Energy (XEL) Institutional Ownership

Xcel Energy logo
$69.00 -1.29 (-1.84%)
Closing price 04/25/2025 04:00 PM Eastern
Extended Trading
$70.88 +1.88 (+2.72%)
As of 04/25/2025 06:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Xcel Energy (NASDAQ:XEL)

Current
Institutional Ownership
Percentage
78.38%
Number of
Institutional Buyers
(last 12 months)
709
Total
Institutional Inflows
(last 12 months)
$5.06B
Number of
Institutional Sellers
(last 12 months)
426
Total
Institutional Outflows
(last 12 months)
$2.98B
Get XEL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Xcel Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XEL Institutional Buying and Selling by Quarter

Xcel Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025JNBA Financial Advisors3,845$272K0.0%-4.3%0.001%
4/25/2025Mather Group LLC.8,284$586K0.0%+143.1%0.001%
4/25/2025Alta Advisers Ltd3,083$218K0.1%N/A0.001%
4/25/2025Advisors Management Group Inc. ADV11,065$783K0.2%-5.2%0.002%
4/25/2025New York State Teachers Retirement System415,222$29.39M0.1%-4.8%0.072%
4/25/2025Amalgamated Bank113,366$8.03M0.1%+1.0%0.020%
4/25/2025Avidian Wealth Enterprises LLC3,293$233K0.0%-5.8%0.001%
4/25/2025Essex Financial Services Inc.3,803$269K0.0%+7.1%0.001%
4/25/2025KBC Group NV47,909$3.39M0.0%+3.9%0.008%
4/25/2025Sumitomo Mitsui Trust Group Inc.1,501,227$106.27M0.1%+3.4%0.261%
4/24/2025 Confluence Wealth Services Inc.2,805$201K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC153,151$10.83M0.0%-0.2%0.027%
4/24/2025 Mirae Asset Global Investments Co. Ltd.260,757$18.18M0.0%+39.3%0.045%
4/24/2025 Oakworth Capital Inc.1,146$81K0.0%+46.2%0.000%
4/24/2025 Bartlett & CO. Wealth Management LLC523$37K0.0%-61.0%0.000%
4/24/2025 Illinois Municipal Retirement Fund111,919$7.92M0.1%-46.1%0.019%
4/24/2025 Transcend Capital Advisors LLC25,191$1.78M0.1%N/A0.004%
4/24/2025 Trust Co. of Vermont396$28K0.0%-73.2%0.000%
4/24/2025 Park Place Capital Corp6,029$427K0.1%-2.6%0.001%
4/23/2025 Western Wealth Management LLC14,171$1.00M0.1%-4.9%0.002%
4/23/2025 Sequoia Financial Advisors LLC26,448$1.87M0.0%+28.6%0.005%
4/23/2025 Lifelong Wealth Advisors Inc.9,109$645K0.3%+22.7%0.002%
4/23/2025 Perigon Wealth Management LLC6,134$434K0.0%+3.3%0.001%
4/23/2025 Tyche Wealth Partners LLC5,368$380K0.1%+45.9%0.001%
4/23/2025 Alpine Bank Wealth Management744$53K0.0%N/A0.000%
4/23/2025 HBK Sorce Advisory LLC5,738$406K0.0%-2.8%0.001%
4/23/2025 Golden State Wealth Management LLC4,432$314K0.0%+136.9%0.001%
4/23/2025 Corundum Group Inc.6,420$454K0.2%-54.7%0.001%
4/23/2025 Spire Wealth Management7,140$505K0.0%+4.0%0.001%
4/23/2025 Global Assets Advisory LLC3,630$250K0.0%N/A0.001%
4/23/2025 International Assets Investment Management LLC6,802$482K0.0%+3.5%0.001%
4/23/2025 Invesco LLC11,557$818K0.3%+133.5%0.002%
4/23/2025 Sheets Smith Wealth Management6,066$429K0.1%-6.9%0.001%
4/23/2025 Lazari Capital Management Inc.3,599$255K0.1%-6.3%0.001%
4/23/2025 Asset Management One Co. Ltd.254,262$18.00M0.1%+6.9%0.044%
4/23/2025 Oppenheimer & Co. Inc.23,262$1.65M0.0%-27.2%0.004%
4/23/2025 Oppenheimer Asset Management Inc.21,577$1.53M0.0%-1.9%0.004%
4/23/2025 Longboard Asset Management LP2,872$203K0.6%N/A0.000%
4/23/2025 Continuum Advisory LLC1,548$110K0.0%+150.9%0.000%
4/22/2025 Stiles Financial Services Inc52,265$3.70M1.4%+2.2%0.009%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
4/22/2025 Cambridge Investment Research Advisors Inc.97,336$6.89M0.0%+1.1%0.017%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund16,715$1.18M0.1%-5.2%0.003%
4/22/2025 Kentucky Retirement Systems39,244$2.78M0.1%+2.4%0.007%
4/22/2025 Praxis Investment Management Inc.9,014$638K0.0%-7.4%0.002%
4/22/2025 Advocate Group LLC2,877$204K0.0%N/A0.000%
4/22/2025 Segment Wealth Management LLC4,307$305K0.0%N/A0.001%
4/21/2025 Spirit of America Management Corp NY13,300$942K0.2%+19.3%0.002%
4/21/2025 Good Steward Wealth Advisors LLC6,657$471K0.4%N/A0.001%
4/21/2025 True Link Financial Advisors LLC3,826$271K0.0%N/A0.001%
4/21/2025 OLD Second National Bank of Aurora2,648$187K0.0%-22.2%0.000%
4/21/2025 Retirement Systems of Alabama123,397$8.74M0.0%-0.7%0.021%
4/21/2025 Blue Trust Inc.7,424$526K0.0%+13.7%0.001%
4/21/2025 Envestnet Portfolio Solutions Inc.45,596$3.23M0.0%-22.5%0.008%
4/21/2025 Premier Path Wealth Partners LLC3,057$216K0.0%-19.4%0.001%
4/21/2025 Johnson Investment Counsel Inc.4,118$292K0.0%-4.3%0.001%
4/21/2025 PSI Advisors LLC629$45K0.0%-61.4%0.000%
4/21/2025 State of Alaska Department of Revenue67,275$4.76M0.1%+2.7%0.012%
4/21/2025 CWA Asset Management Group LLC12,576$890K0.0%+17.2%0.002%
4/18/2025 Financial Perspectives Inc767$54K0.0%-62.5%0.000%
4/18/2025 CENTRAL TRUST Co8,173$579K0.0%-8.0%0.001%
4/17/2025 QRG Capital Management Inc.39,046$2.76M0.0%+7.6%0.007%
4/17/2025 Sagespring Wealth Partners LLC5,242$371K0.0%+15.6%0.001%
4/17/2025 Sowell Financial Services LLC4,984$353K0.0%N/A0.001%
4/17/2025 Janney Montgomery Scott LLC137,451$9.73M0.0%+2.5%0.024%
4/17/2025 Mission Wealth Management LP13,894$984K0.0%-4.3%0.002%
4/17/2025 Trust Point Inc.9,911$702K0.1%-3.0%0.002%
4/17/2025 Access Financial Services Inc.5,938$420K0.2%-3.6%0.001%
4/17/2025 Mn Services Vermogensbeheer B.V.199,655$14.13M0.1%-7.2%0.035%
4/17/2025 Optas LLC4,416$313K0.1%N/A0.001%
4/17/2025 Brighton Jones LLC4,933$349K0.0%+39.0%0.001%
4/17/2025 Exchange Traded Concepts LLC1,345$95K0.0%-90.0%0.000%
4/17/2025 Sound Income Strategies LLC2,550$180K0.0%-11.7%0.000%
4/17/2025 Ritholtz Wealth Management4,838$342K0.0%-3.0%0.001%
4/16/2025 Everpar Advisors LLC5,418$384K0.2%-7.9%0.001%
4/16/2025 Hennessy Advisors Inc.114,499$8.11M0.3%-4.6%0.020%
4/16/2025 Farmers & Merchants Investments Inc.4,975$352K0.0%-3.8%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC472,344$33.44M0.1%+18.3%0.082%
4/16/2025 BNC Wealth Management LLC5,629$398K0.1%N/A0.001%
4/16/2025 Elevation Point Wealth Partners LLC4,355$308K0.0%-6.9%0.001%
4/16/2025 NorthCrest Asset Manangement LLC4,656$330K0.0%+15.9%0.001%
4/16/2025 Union Bancaire Privee UBP SA13,104$847K0.0%N/A0.002%
4/15/2025 Fifth Third Bancorp42,748$3.03M0.0%+1.7%0.007%
4/15/2025 Simon Quick Advisors LLC7,496$531K0.0%+22.9%0.001%
4/15/2025 Thompson Investment Management Inc.8,089$573K0.1%-26.5%0.001%
4/15/2025 Capital Advisory Group Advisory Services LLC10,483$742K0.3%+4.0%0.002%
4/15/2025 Focus Financial Network Inc.103,897$7.36M0.3%-5.0%0.018%
4/15/2025 Ellenbecker Investment Group2,963$210K0.0%N/A0.001%
4/15/2025 USA Financial Formulas20,621$1.46M0.2%-41.2%0.004%
4/15/2025 My Legacy Advisors LLC4,113$291K0.1%N/A0.001%
4/15/2025 Redhawk Wealth Advisors Inc.4,406$312K0.0%+4.3%0.001%
From Social Security to Social Prosperity? (Ad)

In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors. Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains.

Find out how Trump’s plan could rescue your retirement
4/15/2025 CX Institutional6,826$483K0.0%+13.7%0.001%
4/15/2025 Assenagon Asset Management S.A.16,658$1.18M0.0%-64.2%0.003%
4/15/2025 Kozak & Associates Inc.3,889$275K0.1%-5.6%0.001%
4/15/2025 Integrated Advisors Network LLC41,538$2.94M0.1%N/A0.007%
4/15/2025 SG Americas Securities LLC44,166$3.13M0.0%N/A0.008%
4/15/2025 GAMMA Investing LLC16,491$1.17M0.1%-5.4%0.003%
4/15/2025 Fourpath Capital Management LLC16,674$1.18M0.2%+1.5%0.003%
4/14/2025 Yousif Capital Management LLC77,803$5.51M0.1%-1.1%0.014%
4/14/2025 Pallas Capital Advisors LLC27,620$1.96M0.1%-1.7%0.005%
4/14/2025 WFA Asset Management Corp1,131$80K0.0%+449.0%0.000%
(Data available from 1/1/2016 forward)

XEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XEL shares?

During the previous two years, 1,140 institutional investors and hedge funds held shares of Xcel Energy. The most heavily invested institutionals were Vanguard Group Inc. ($4.99B), BlackRock Inc. ($3.11B), State Street Corp ($2.45B), Bank of America Corp DE ($1.40B), Price T Rowe Associates Inc. MD ($1.33B), JPMorgan Chase & Co. ($1.30B), and Massachusetts Financial Services Co. MA ($1.19B).Learn more on XEL's institutional investors.

What percentage of Xcel Energy stock is owned by institutional investors?

78.38% of Xcel Energy stock is owned by institutional investors. Learn more on XEL's institutional investor holdings.

Which institutional investors have been buying Xcel Energy stock?

Of the 976 institutional investors that purchased Xcel Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($9.70M), Massachusetts Financial Services Co. MA ($7.35M), Price T Rowe Associates Inc. MD ($6.68M), Bank of America Corp DE ($6.31M), Zimmer Partners LP ($4.34M), Janus Henderson Group PLC ($3.96M), and FMR LLC ($3.58M).

How much institutional buying is happening at Xcel Energy?

Institutional investors have bought a total of 125,154,951 shares in the last 24 months. This purchase volume represents approximately $8.19B in transactions.

Which Xcel Energy major shareholders have been selling company stock?

Of the 637 institutional investors that sold Xcel Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.70M), Magellan Asset Management Ltd ($5.85M), Wells Fargo & Company MN ($4.38M), Ameriprise Financial Inc. ($4.34M), Deutsche Bank AG ($3.06M), Victory Capital Management Inc. ($2.98M), and Massachusetts Financial Services Co. MA ($2.91M).

How much institutional selling is happening at Xcel Energy?

Institutional investors have sold a total of 89,888,134 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.



This page (NASDAQ:XEL) was last updated on 4/26/2025 by MarketBeat.com Staff
From Our Partners